Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $23,731 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,099 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,353 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,400 | $70,917+89.5% | $98,920+35.9% | $73,501+82.9% |
| Participation rate | 98.7% | 73.8%+24.9pp | 76.0%+22.7pp | 70.7%+28.1pp |
| Annual return | 13.20% | 34.18%-21.0pp | 196.47%-183.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $3,171 | $2,037+55.7% | $2,689+17.9% | $2,270+39.7% |
| Participant deferral / active EE | $6,308 | $3,501+80.2% | $4,245+48.6% | $3,740+68.7% |
| Admin fee / account holder | $234 | $535-56.3% | $6,643-96.5% | $513-54.4% |